KPCM

Kings Point Capital Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.71%
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$380M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$3.31M
3
+$3.17M
4
HBI icon
Hanesbrands
HBI
+$1.91M
5
BA icon
Boeing
BA
+$1.23M

Top Sells

1
+$8.66M
2
+$3.86M
3
+$1.77M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.41M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.01M

Sector Composition

1 Healthcare 15.18%
2 Industrials 13.14%
3 Consumer Staples 10.48%
4 Energy 9.25%
5 Technology 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$37K 0.01%
+400
252
$37K 0.01%
1,249
-200
253
$37K 0.01%
3,862
-184,311
254
$36K 0.01%
500
255
$35K 0.01%
400
-224
256
$35K 0.01%
350
257
$35K 0.01%
1,200
258
$34K 0.01%
646
259
$34K 0.01%
600
260
$33K 0.01%
+775
261
$33K 0.01%
1,000
262
$32K 0.01%
+560
263
$32K 0.01%
1,121
264
$32K 0.01%
+400
265
$32K 0.01%
683
266
$32K 0.01%
1,100
267
$31K 0.01%
270
268
$31K 0.01%
1,195
269
$31K 0.01%
+1,300
270
$31K 0.01%
698
271
$30K 0.01%
231
272
$30K 0.01%
1,725
273
$28K 0.01%
246
274
$28K 0.01%
587
275
$27K 0.01%
2,190
9 10
11
12 13